Purchases and Sales Made in Q4 2023 in Etfmg Prime Mobile Payments Et (IPAY)
This table provides information about the institutional ownership of Etfmg Prime Mobile Payments Et (IPAY) during Q4 2023. The information is specifically focused on institutions that hold shares of ETFMG PRIME MOBILE PAYMENTS ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 286.86% |
$4.53M - $6.03M
|
173K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
93K+ 2942.53% |
$3.27M - $4.36M
|
96.1K
$5.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
80.7KNew |
$2.84M - $3.78M
|
80.7K
$4.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.8K+ 47.31% |
$416K - $554K
|
36.8K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$399K - $532K
|
11.3K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
11KNew |
$387K - $516K
|
11K
$659K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3KNew |
$363K - $483K
|
10.3K
$617K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.6K+ 17.34% |
$338K - $450K
|
65K
$3.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.64K+ 63.88% |
$269K - $358K
|
19.6K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.72KNew |
$201K - $268K
|
5.72K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.25KNew |
$185K - $246K
|
5.25K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.93KNew |
$103K - $137K
|
2.93K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.55K+ 7.05% |
$89.8K - $120K
|
38.7K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.06K+ 37.15% |
$72.5K - $96.5K
|
7.6K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.9K+ 11.61% |
$67K - $89.3K
|
18.3K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.43K+ 6.21% |
$50.4K - $67.2K
|
24.5K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.08K+ 15.09% |
$38.1K - $50.7K
|
8.25K
$494K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
819+ 10.64% |
$28.8K - $38.4K
|
8.52K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
671New |
$23.6K - $31.5K
|
671
$40.2K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
600New |
$21.1K - $28.1K
|
600
$35.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
596New |
$21K - $28K
|
596
$35.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
396+ 1.73% |
$13.9K - $18.6K
|
23.3K
$1.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
360New |
$12.7K - $16.9K
|
360
$21.6K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
260+ 9.41% |
$9.16K - $12.2K
|
3.02K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
152+ 25.33% |
$5.35K - $7.13K
|
752
$45.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
81New |
$2.85K - $3.8K
|
81
$4.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
81New |
$2.85K - $3.8K
|
81
$4.85K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
78+ 0.43% |
$2.75K - $3.66K
|
18.4K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
32+ 0.54% |
$1.13K - $1.5K
|
5.95K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30+ 0.55% |
$1.06K - $1.41K
|
5.47K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
27+ 5.95% |
$951 - $1.27K
|
481
$28.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8- 0.18% |
$282 - $375
|
4.49K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 23.02% |
$1.13K - $1.5K
|
107
$6.41K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-36Closed |
$1.27K - $1.69K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37- 0.11% |
$1.3K - $1.74K
|
35.1K
$2.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-42- 0.42% |
$1.48K - $1.97K
|
10.1K
$603K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-54- 35.06% |
$1.9K - $2.53K
|
100
$5.99K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-90- 30.0% |
$3.17K - $4.22K
|
210
$12.6K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-99- 7.95% |
$3.49K - $4.64K
|
1.15K
$68.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-121- 2.08% |
$4.26K - $5.67K
|
5.71K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-127- 1.65% |
$4.47K - $5.96K
|
7.57K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-132- 5.8% |
$4.65K - $6.19K
|
2.14K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-182- 2.09% |
$6.41K - $8.54K
|
8.51K
$510K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-200- 2.22% |
$7.04K - $9.38K
|
8.81K
$528K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 45.45% |
$7.04K - $9.38K
|
240
$14.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-241- 2.29% |
$8.49K - $11.3K
|
10.3K
$617K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-350- 4.91% |
$12.3K - $16.4K
|
6.77K
$406K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-650- 6.49% |
$22.9K - $30.5K
|
9.37K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-700Closed |
$24.7K - $32.8K
|
0
$0
|